Download the PDF copy here. Economic Soft Landing Achieved Please know that we are aware of the long length of these letters and the challenge it is to read them.The letters are intended to keep you well informed, aware of what we are seeing and thinking, and an aid to help us clarify the economy […]
2023 Year End – Q1 2024 Review Read More »
Download the pdf copy here Executive Summary The Federal Reserve’s View Macro-Economic Perspectives FOMC September 2023 Forecasts Percent 2023 2024 2025 2026 Change in Real GDP, 4th Q to 4th Q Unemployment Rate by Year End Headline PCE Inflation, 4Q to 4Q Core PCE Inflation, 4Q to 4Q 2.13.83.33.7 1.54.12.52.6 1.84.12.22.3 1.84.02.02.0 Federal Funds Rate
2023 Third Quarter Review: Have We Skipped A Down Cycle? Read More »
Download the pdf copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): Month over month real personal consumption expenditures declined in November and December in 2022 and February this year. But year over year comparisons each month throughout 2022 and 2023 are positive. The Institute of Supply Management
2023 First Quarter Review: The Economy Is Bending Yet Proving Resilient Read More »
Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In 2022, real personal consumption expenditures rose 2.2% over the year ago level. The Institute of Supply Management (ISM) reading for service ran in the mid-50’s most of the year. It dropped to 49.2 in December
2022 Year End Review: Inflation and Interest Rate Trajectory Remain in the Headlights Read More »
Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In Q1 and Q2, real personal consumption expenditures (annualized) rose 4.5% and 1.8%, respectively over year ago level and 1.24% and 0.7%, respectively over the previous quarter. Strength is still present, but the trend is down.
2022 Second Quarter Review: She loves me, she loves me not… Recession debate ad nauseum Read More »
Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segment of the Economy Consumer spending (70% of GDP): In Q1, Q2 and Q3, real personal consumption expenditures (annualized) rose 4.5% and 1.8%, respectively over the year ago level and 1.24%, 0.7% and 0.6%, respectively over the previous quarter. The Institute of Supply Management (ISM)
2022 Third Quarter Review: The Economy and Financial Well-Being vs. the Federal reserve Read More »
Year-end planning can help reduce tax burden while also improving your financial picture, now and into the future. What are the key 2022 year-end tax planning strategies to consider? Important 2022 Year-End Tax Planning Strategies It is the 2022 homestretch and numerous important tax planning deadlines are fast approaching. The fourth quarter of the calendar
2022 Year-End Tax Planning Read More »
In today’s historically low tax environment, Roth IRA conversions are a popular consideration for building tax-exempt retirement savings. But should you consider it; why or why not? Take a look at the Roth IRA conversion pros and cons to make that decision. Breaking Down the Pros and Cons of Roth IRA Conversions Driven, in part,
Roth IRA Conversion Pros and Cons Read More »
For high earners, minimizing income taxes now and into retirement can be a challenge. Tax strategies exist that can help ease these tax burdens while offering greater retirement tax efficiency. Read more to learn the best retirement tax strategies for high income earners! Work Smart: 5 Tax Strategies High Income Earners Should Be Leveraging. Beginning
Retirement Tax Strategies for High Income Earners Read More »
For high-income earners, funding tax-free retirement accounts, like a Roth-IRA, may not be an option. Enter the mega backdoor Roth; an opportunity to fund retirement more quickly, and efficiently. You may be wondering… How does mega backdoor Roth work? Read this blog and find out! How Does it Work: Demystifying the Mega Backdoor Roth. To begin
How Does a Mega Backdoor Roth Work? Read More »
